1/
Can someone please explain to me why $TWTR lags so much behind $SNAP?
I get it – it’s a controversial stock – but come on, this lag is just retarded!
If $TWTR were to converge to $SNAP ratios – expect share to be $110 - $137.5 or 2x – 2.5x from here.
Can someone please explain to me why $TWTR lags so much behind $SNAP?
I get it – it’s a controversial stock – but come on, this lag is just retarded!
If $TWTR were to converge to $SNAP ratios – expect share to be $110 - $137.5 or 2x – 2.5x from here.
2/
Controversy, you say.
Fine, lets apply a 20% “controversy discount” -- > still indicates 60-100% upside or share price of between $88 - $110 for $TWTR !! A no brainer trade, I say!
Controversy, you say.
Fine, lets apply a 20% “controversy discount” -- > still indicates 60-100% upside or share price of between $88 - $110 for $TWTR !! A no brainer trade, I say!
3/
I don’t think people appreciate $TWTR 's true potential. It isnt a charity, they are already monetizing – in fact, $TWTR generated $210m FCF LTM! Probably more when you factor in Q4 growth which is to come. Compare that to $SNAP - still burns cash but trades at 2x valuation
I don’t think people appreciate $TWTR 's true potential. It isnt a charity, they are already monetizing – in fact, $TWTR generated $210m FCF LTM! Probably more when you factor in Q4 growth which is to come. Compare that to $SNAP - still burns cash but trades at 2x valuation
4/
$TWTR represents the future of stakeholder engagement, not just customer engagement! Customers are just a subset of stakeholders
A stakeholder is someone who has an interest in the company – be it a customer, supplier or even a lender/investor.
$TWTR represents the future of stakeholder engagement, not just customer engagement! Customers are just a subset of stakeholders
A stakeholder is someone who has an interest in the company – be it a customer, supplier or even a lender/investor.
5/
Of course – corporates are trying to engage more with their customers through social media platforms like $FB and $TWTR – if anything, the pandemic has clearly shown us the importance of such platforms which enable 2-way communication
Of course – corporates are trying to engage more with their customers through social media platforms like $FB and $TWTR – if anything, the pandemic has clearly shown us the importance of such platforms which enable 2-way communication
6/
I personally believe $TWTR represents the future of a corporates’ investor relations dept. What if you could promote your company to (and engage with) potential investors using social media? Investor engagement is an area that’s still predominantly run the old school way.
I personally believe $TWTR represents the future of a corporates’ investor relations dept. What if you could promote your company to (and engage with) potential investors using social media? Investor engagement is an area that’s still predominantly run the old school way.
7/
Corporate IR is an area ripe for disruption – and $TWTR is best placed to lead this front. One would never have thought a Fintwit community to ever emerge – but see the power of social media – this is the future of $TWTR
Corporate IR is an area ripe for disruption – and $TWTR is best placed to lead this front. One would never have thought a Fintwit community to ever emerge – but see the power of social media – this is the future of $TWTR
8/
But the crazy thing is, it will still only be a small part of what $TWTR will eventually become. How we communicate and engage with each other is changing – $TWTR is the platform that is leading that change. Welcome to the future, if you aren’t here already.
But the crazy thing is, it will still only be a small part of what $TWTR will eventually become. How we communicate and engage with each other is changing – $TWTR is the platform that is leading that change. Welcome to the future, if you aren’t here already.
9/
$TWTR should be trading $100+, probably a lot higher if $SNAP 's valuation is correct
Disclosure: LONG $TWTR $50 Apr calls
@DPogrebinsky @RihardJarc @HedgeyeComm @Benzinga @JoeySolitro @PoundingDaTable @AnthonyOhayon @AviNMash @mukund @anandchokkavelu @Zen_Options
$TWTR should be trading $100+, probably a lot higher if $SNAP 's valuation is correct
Disclosure: LONG $TWTR $50 Apr calls
@DPogrebinsky @RihardJarc @HedgeyeComm @Benzinga @JoeySolitro @PoundingDaTable @AnthonyOhayon @AviNMash @mukund @anandchokkavelu @Zen_Options
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